WBI Investments’s OceanFirst Financial OCFC Stock Holding History

WBI Investments’s Portfolio OCFC Stock Details OCFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Buy	+12,162	New	+$224K	0.06%	267
2018 Q1	–	Sell	-24,394	Closed	-$640K	–	284
2017 Q4	$640K	Sell	24,394 -17,706	-42%	-$482K	0.03%	228
2017 Q3	$1.16M	Buy	+42,100	New	+$1.1M	0.05%	185
2016 Q4	–	Sell	-25,016	Closed	-$482K	–	362
2016 Q3	$482K	Buy	+25,016	New	+$477K	0.02%	242

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

WBI Investments's OCFC Position: Q1 2026 in Review

WBI Investments opened a new position in OceanFirst Financial (OCFC) in Q1 2026: 12,162 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #267 among its holdings. This is a return to the name: WBI Investments previously reported a position in OCFC as recently as Q4 2017.

WBI Investments first reported a position in OCFC in Q3 2016 and has held it in 4 quarters since. The position peaked at $1.16M in Q3 2017. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

WBI Investments held 12,162 shares of OceanFirst Financial worth $219K as of Q1 2026.
OceanFirst Financial was a new WBI Investments position in Q1 2026.
OceanFirst Financial made up 0.06% of WBI Investments's portfolio in Q1 2026, its #267 holding.
WBI Investments first reported a position in OceanFirst Financial in Q3 2016 and has held it in 4 quarters since.
WBI Investments's OceanFirst Financial position peaked at $1.16M in Q3 2017.
206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.